If Anthropic and OpenAI go public, as is expected in a big IPO year, then the VC's will have their exit liquidity and don't need to keep up the charade any longer and move on to the next current thing.
These would effectively force xAI to do something while valuations are obscene, like reverse merger into TSLA, thereby giving Musk more control of TSLA.
I think Musk has lots of personal incentives to do that. He got his "trillion dollar pay package" from the board (assuming TSLA can hit certain benchmarks), merging xAI into TSLA to pump stock price would be an easy way to do that.
May end this year.
If Anthropic and OpenAI go public, as is expected in a big IPO year, then the VC's will have their exit liquidity and don't need to keep up the charade any longer and move on to the next current thing.
These would effectively force xAI to do something while valuations are obscene, like reverse merger into TSLA, thereby giving Musk more control of TSLA.